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Tata Arbitrage Fund vs Invesco India Arbitrage Fund compare
Invesco India Arbitrage Fund - Growth Option
Tata Arbitrage Fund-Regular Plan-Growth
Chart Comparison
Overview
| Scheme Name | Invesco India Arbitrage Fund - Growth Option | Tata Arbitrage Fund-Regular Plan-Growth |
|---|---|---|
| Fund | Invesco India Arbitrage Fund - Growth Option | Tata Arbitrage Fund-Regular Plan-Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Low | Low |
| Asset Size (Cr) | ₹23900 Cr | ₹15922 Cr |
| Min Investment | ₹1000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹150 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 30 Apr 2007 | 18 Dec 2018 |
| Category | Arbitrage Funds | Arbitrage Funds |
| Fund Type | Open Ended | Open Ended |
| Benchmark | Nifty 50 Arbitrage Index | Nifty 50 Arbitrage Index |
| Turn Over | 2126% | 487.73% |
| Expense Ratio | 1.06 | 1.08 |
| Manager | Deepak Gupta | Sailesh Jain |
| ISIN Code | INF205K01122 | INF277K015Q7 |
| Exits Load | Invesco India Arbitrage Fund - Growth charges 0.5% of sell value; if fund sold before 15 days. There are no other charges./365 | Tata Arbitrage Fund - Growth charges 0.25% of sell value; if fund sold before 30 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Invesco India Arbitrage Fund - Growth Option | Tata Arbitrage Fund-Regular Plan-Growth |
|---|---|---|
| 1 Month | 0.46% | 0.47% |
| 6 Month | 3.25% | 3.33% |
| 1 Year | 6.85% | 6.85% |
| 3 Year | 7.18% | 6.95% |
| 5 Year | 5.81% | 5.62% |
SIP Return Analysis
| Scheme Name | Invesco India Arbitrage Fund - Growth Option | Tata Arbitrage Fund-Regular Plan-Growth |
|---|---|---|
| 6 Month | 1.57% | 1.59% |
| 1 Year | 6.68% | 6.72% |
| 3 Year | 7.19% | 7.1% |
| 5 Year | 6.65% | 6.41% |
Rolling Lumpsum Returns
| Scheme Name | Invesco India Arbitrage Fund - Growth Option | Tata Arbitrage Fund-Regular Plan-Growth |
|---|---|---|
| 1 Year | 6.49% | 5.51% |
| 3 Year | 6.11% | 4.92% |
| 5 Year | 6.77% | 5.38% |
Risk Management
| Scheme Name | Invesco India Arbitrage Fund - Growth Option | Tata Arbitrage Fund-Regular Plan-Growth |
|---|---|---|
| Standard Deviation | 0.35% | 0.37% |
| Sharp | 1.38% | 0.64% |
| Beta | - | - |
| Alpha | - | - |
Fund Managers
| Scheme Name | Invesco India Arbitrage Fund - Growth Option | Tata Arbitrage Fund-Regular Plan-Growth |
|---|---|---|
| Name | Deepak Gupta | Sailesh Jain |
| Total AUM | ₹12015 Cr | ₹17041 Cr |
| Funds Managed | 2 | 7 |
| Invesco India Arbitrage Fund - Growth Option | Tata Arbitrage Fund-Regular Plan-Growth |
Market Cap
| Scheme Name |
Invesco India Arbitrage Fund - Growth Option |
Tata Arbitrage Fund-Regular Plan-Growth |
|---|---|---|
| Others | 21.19 | 37.85 |
| Large Cap | 46.39 | 42.3 |
| Small Cap | 8.26 | 4.09 |
| Mid Cap | 24.16 | 15.77 |
Sector Allocation
| Scheme Name |
Invesco India Arbitrage Fund - Growth Option |
Tata Arbitrage Fund-Regular Plan-Growth |
|---|---|---|
| Others | 19.87 | 34 |
| Energy | 4.61 | 5.83 |
| Utilities | 5.15 | 4 |
| Industrials | 7.01 | 6.21 |
| Technology | 6.92 | 3.95 |
| Basic Materials | 7.56 | 5.61 |
| Healthcare | 6.23 | 5.61 |
| Consumer Defensive | 7.69 | 5.42 |
| Financial Services | 24.35 | 18.62 |
| Consumer Cyclical | 6.48 | 5.81 |
| Communication Services | 2.71 | 3.3 |
| Real Estate | 1.44 | 1.62 |
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